18
PSUAvoid
Quant PSU
Quant · Direct–Growth · rank #5 of 5 by Smart Score
Data updated
Trailing returns
1 Year
5.3%
+7.4% vs index
3 Years
—
5 Years
—
Since launch
3.3%
Year-by-year performance
2025
+2.4%-5.3% vs index
2026
+2.6%+6.3% vs index
Why this score
Quant PSU scores 18/100 — #5 of 5 PSU fund (Avoid). The main drag is its sharpe ratio (better than only 10% of peers).
Each bar shows the fund's percentile vs PSU peers — a longer bar beats more of the category.
Sharpe ratio-0.14 · 10th percentile in category
Expense ratio2.23% · 10th percentile in category
Sortino ratio-0.19 · 10th percentile in category
Alpha-3.96 · 10th percentile in category
Fund size437.18 Cr · 10th percentile in category
1Y return5.30% · 30th percentile in category
Top holdings
1.Bharat Heavy Electricals Ltd9.87%
2.Container Corporation Of India Ltd9.83%
3.Life Insurance Corporation of India9.79%
4.Shipping Corporation Of India Ltd9.77%
5.Union Bank of India 29.09.20269.68%
10 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.